CALPACE (EIN 261169830) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

Val Sheehan

Phone

9164693368

Tax Period

2023-07-01 to 2024-06-30

CALPACE, founded in 2009, is a community nonprofit in the Community Improvement sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 14% surplus.

Mission

TO EXPAND COMPREHENSIVE HEALTH SERVICES TO THE FRAIL AND ELDERLY THROUGH THE PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE).

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $57,300

Program Service Revenue $1,245,667

Investment Income $-1,432

Other Revenue $0

TOTAL REVENUE $1,301,535

Expense Breakdown

Grants Paid $0

Salaries & Benefits $647,009

Fundraising Expenses $0

Other Expenses $355,929

TOTAL EXPENSES $1,124,870

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,301,535	$1,163,054	+0.1%
Expenses	$1,124,870	$1,001,942	+0.1%
Net Income	$176,665	$161,112	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$491,486

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Valerie Sheehan	CEO	40.00	Officer	$228,750	$37,736	$491,486
Maria Zamora	Chairman	3.00	Officer Director	$0	$0	$0
Eileen Kunz	Director	2.00	Officer Director	$0	$0	$0
Carol Castillon	Director	2.00	Officer Director	$0	$0	$0
Phil Tsunoda	Treasurer	2.00	Officer Director	$0	$0	$0
Julie Erdmann	Director	2.00	Officer Director	$0	$0	$0
Javier Sancez	Director	2.00	Officer Director	$0	$0	$0
Janet Adamian	Director	2.00	Officer Director	$0	$0	$0
Susie Fishenfeld	Secretary	2.00	Director	$0	$0	$0
Joyita Garg	Director	2.00	Director	$0	$0	$0
Rachel Koh	Director	2.00	Director	$0	$0	$0
Rakesh Patel	Director	2.00	Director	$0	$0	$0
Christine Bent	Director	2.00	Director	$0	$0	$0
Rena Smith	Vice Chairmen	2.00	Director	$0	$0	$0
Melissa Hooven	Director	2.00	Director	$0	$0	$0
Jason West	Director	2.00	Director	$0	$0	$0
Amy Shin	Director	2.00	Director	$0	$0	$0
Vernita Todd	Director	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,301,535	$1,124,870	$622,183	$176,665
2023	$1,163,054	$1,001,942	$409,497	$161,112
2022	$824,809	$889,896	$255,858	$-65,087
2021	$659,819	$708,580	$286,110	$-48,761
2020	$736,000	$710,257	$337,545	$25,743
2019	$635,699	$594,895	$343,023	$40,804

CALPACE